The success of your estate settlement depends on making an informed executor choice. Since most executor choices are family members, unburden them by being informed and prepared. Understand the hours of work and associated risks associated with this role.
On March 5, 2023, our founder Jill Chambers was interviewed by Dave Popowich on the More Than Money Show all about: What You Need To Know When Choosing An Executor. Take a listen here…
CHANGE TO: Learn about probate and how it impacts your estate. Discover how to build a smart estate plan that helps you avoid probate or minimize fees. Find out how your smart estate plan supports the probate administration process.
Reviewing your beneficiaries annually is wise. Are your beneficiaries current? In this article, we review why you should regularly review your beneficiaries, who to select as beneficiaries, and other things to keep in mind.
Learn how an experienced, impartial Professional Executor can help protect your estate plan and unburden your grieving loved ones from time-sensitive, time-consuming tasks and risk associated with an executor role.
You desperately need regular breaks, but your older adult absolutely refuses an in-home caregiver. What can you do? Seniors often won’t admit they need help, even if they’re struggling with everyday tasks. In-home care can be a sensitive subject that leads to arguments or an immediate shutdown when you bring it up. We found excellent advice from Family Caregiver Alliance with 8 ways to make the transition easier. Take a look at these helpful tips here!
Did you know that hearing loss may be connected with dementia? Check out the results of a report by the Lancet titled “Dementia Prevention, Intervention and Care.” Here’s a summary of the info.
AgeWave puts out some of the most insightful studies on retirement. Their most recent study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” explores how the pandemic has affected many older adults’ perspectives on health and financial security. Take a look at the highlights here.
When someone is bereaved, it can be painful to continue to receive mail, phone calls and emails to your dearly beloved. Let us introduce to you the Canada Bereavement Registry where you can pro-actively remove a deceased loved one from telemarketing and direct mail databases. Find out more about this service.
In observance of Elder Abuse Awareness Day on June 15th, here’s some good information on how to recognize signs of elder abuse and tangible steps on what you can do about it and how to prevent it.
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